Form Name

Description

Election to Stop Contributing to the Canada Pension Plan, or Revocation of a Prior Election (CPT30 Form) Use this form if you are an employee who is at least 65 years of age but under 70, you are receiving a Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) retirement pension, and:
(1) you are making or will be required to make CPP contributions and you do not want to contribute; or,
(2) you stopped making CPP contributions in a previous year and you want to restart.
Pension Beneficiary Form Update/change your Pension Beneficiaries. Contact a Pension Officer if you require assistance.
Request for Foreign Currency Benefit Payment by Wire or Draft Deposit options for retirees living abroad.
Carleton University Retirement Plan – Termination Election Used by terminating employees to elect an option for their retirement assets.
Locked-In Transfer Agreement Used when transferring out of the Carleton University Retirement Plan to a LIRA. Contact a Pension Officer for more information. Note: Transfers are only applicable prior to your Normal Retirement Date.
RPP Transfer Agreement For transferring out of the Carleton University Retirement Plan to a new employer. Contact a Pension Officer for more information. Note: Transfers are only applicable prior to your Normal Retirement Date.
Spousal Consent to a Transfer to a LIF Spousal consent form required for a transfer of locked-in pension funds to a Life Income Fund. Return to Pension Services when complete.
T2033 Direct Transfer Under Subsection 146.3(14.1) or 146(21), or
Paragraph 146(16)(a) or 146.3(2)(e)
Government document to transfer in your RRSP to the Carleton University Retirement Plan. Return to Pension Services when complete.
T2151 – Direct Transfer of a Single Amount under Subsection 147(19) or Section 147.3 Government document to transfer out your Carleton University Retirement Plan. Note: Transfers are only applicable prior to your Normal Retirement Date. Return to Pension Services when complete.
U.S. Direct Deposit Request Form Direct deposit for US Residents.
Waiver of Pre-Retirement Death Benefit Your spouse fills this form out if they choose to waive their pension death benefits. Return to Pension Services when complete.
Waiver of Joint & Survivor Pension Your spouse fills this form out if they choose to waive their joint & survivor pension benefits. Return to Pension Services when complete.